+504.4%
NOW vs EWZ
+66.3%
+438.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.5% |
| 7D | -1.7% | +0.1% | -1.7% | -1.7% |
| 30D | -27.4% | -25.9% | -1.5% | -21.5% |
| 3M | -19.4% | -6.1% | -13.3% | -19.1% |
| 6M | +13.1% | -16.1% | +29.2% | +17.0% |
| YTD | -34.3% | +1.0% | -35.3% | -36.6% |
| 1Y | -41.8% | 0.0% | -41.7% | -43.7% |
| 3Y | -20.7% | +16.8% | -37.5% | -28.1% |
| 5Y | -27.2% | +52.1% | -79.3% | -40.4% |
| All | +504.4% | +66.3% | +438.1% | +340.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EWZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling